Step-by-step instructions tailored for system administrators.
6 articles
How to set up officesTo assist admin users in navigating the Admin Centre within the Active Platform to set up offices.
How to set up UsersTo assist admin users in navigating the Admin Centre within the Active Platform to Set up Users.
How to manage licensesTo assist Admin users in navigating the Admin Centre within the Active Platform to manage user licenses.
How to manage firm settingsTo assist admin users in navigating the Admin Centre within the Active Platform to manage firm settings.
How to understand statusesA general guide for users to understand and configure Binder, Job, and Record Status' across the Active platform.
Understanding permission controls in ActiveTo assist users in navigating the Active Platform to set up and manage user permissions for clients and binders.